Financial Planner Jean Keener, CFP®, teams with Marriage and Family Therapist Maryellen Dabal, LMFTA, to present a free workshop on Couples & Money: Harmonize your finances and your relationship. Money is a tool to create the life you envision. Couples who learn to positively navigate the … [Read more...]
Yours, Mine, and Ours: Achieving Financial Goals as Individuals and a Couple
Making sound financial decisions is challenging enough when it’s just you – one person deciding on what’s best for his or her short-term and long-term goals. But add in a spouse, and the choices multiply! You now have two more sets of goals – your spouse’s and your combined goals as a couple. … [Read more...]
August Personal Finance Newsletter
The August personal finance newsletter is now available. It features a Q&A on the debt ceiling, downgrade, and market response. Plus there's a follow-up on the ABCs of Trusts article from last month's newsletter, suggestions on talking with your high school student about college costs, an … [Read more...]
College Savings Workshop for Texans
Learn how to save for your child's college cheaply and save on taxes at the same time. I am presenting a free financial planning workshop on tax-efficient college savings for Texans at the Keller Public Library on Tuesday, August 16 at 6:30 pm. As kids head off to schools for the fall and the … [Read more...]
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